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Clustdoc VS FileInvite

Compare Clustdoc VS FileInvite and see what are their differences

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Clustdoc logo Clustdoc

Clustdoc is a professional Client Onboarding and Verification Software.

FileInvite logo FileInvite

Stop chasing your customers for documents FileInvite's secure document collection software automates document collection workflows so you can unlock revenue faster.
  • Clustdoc Landing page
    Landing page //
    2023-09-20

Clustdoc helps Small business owners and teams streamline their onboarding processes in more than 70 countries. Many teams use Clustdoc to request, collect and manage clients documents, information and esignatures from clients and stakeholders without juggling between apps.

With Clustdoc you can: Automate client-facing processes - no more paper documents. Get rid of manual tasks and reduce back-and-forth. Stop chasing clients for files. Increase customer trust and engagement

Try out Clustdoc for free during 7-day and witness firsthand how Clustdoc empowers you to create a seamless customer experience while bringing more clarity and efficiency to your day-to-day operations.

  • FileInvite Landing page
    Landing page //
    2022-03-24

Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.

Clustdoc

Website
clustdoc.com
Pricing URL
Official Clustdoc Pricing
$ Details
paid Free Trial €100.0 / Monthly (Gold plan)
Platforms
Browser Wordpress Android iOS Mac OSX Google Chrome Firefox
Edit details

FileInvite

Website
fileinvite.com
Pricing URL
Official FileInvite Pricing
$ Details
paid Free Trial $17.99 / Monthly (Basic)
Platforms
Browser Web Google Chrome Firefox
Startup details
Country
United States
State
Colorado
City
Denver
Founder(s)
James Sampson
Employees
20 - 49
Edit details

Clustdoc features and specs

  • Free Trial
    7-day free trial, no credit card required
  • Easy to Set-up and use
    Take less than a minute to get your team up and running
  • Analytics and Reporting
    The practice manager will receive full statistics on the practice’s performance.
  • Clean UI

FileInvite features and specs

  • Ease of Use
    FileInvite offers an intuitive interface which makes it easy for users to request, track, and manage document collection without needing extensive training.
  • Automation
    The platform automates follow-up emails and reminders to clients, saving significant time and reducing the burden on administrative staff.
  • Security
    FileInvite uses high-level encryption and secure storage, ensuring that sensitive documents are protected and comply with various data protection regulations.
  • Integrations
    FileInvite integrates with numerous third-party applications such as Google Drive, Dropbox, and various CRM systems, streamlining the workflow.
  • Customizable Templates
    The software allows users to create and use customizable templates for document requests, improving consistency and efficiency.
  • Client Portal
    Provides clients with a dedicated portal where they can easily upload documents, improving the client experience.

Possible disadvantages of FileInvite

  • Cost
    For small businesses or individual users, the pricing might be on the higher side, especially considering other lower-cost alternatives available.
  • Learning Curve
    While generally user-friendly, some users might find an initial learning curve in understanding all the features and making the most of the platform.
  • Dependence on Internet
    Since FileInvite is a cloud-based solution, an Internet connection is mandatory for access and functionality, which might be a limitation in areas with poor connectivity.
  • Customization Limitations
    Although it offers customizable templates, there can be limitations in full customization options depending on the user's needs.
  • Platform Updates
    As with any software, occasional updates can lead to temporary disruptions or require users to adapt to new interfaces and functionalities.

Clustdoc videos

+ Add

Clustdoc - Customer onboarding software

More videos:

  • Review - Clust Review - Collect Files From Clients & Prospects [AppSumo 2019]
  • Review - Clust document form creator Lifetime Deal AppSumo
  • Review - Clust How-To on AppSumo

FileInvite videos

+ Add

FileInvite Explained

More videos:

  • Review - David's team use FileInvite to collect documents and get more clients
  • Review - Fundera Case Study

Category Popularity

0-100% (relative to Clustdoc and FileInvite)

Clustdoc

FileInvite

Project Management
44 44%
Project Management
56% 56
Document Management
27 27%
Document Management
73% 73
Document Automation
0 0%
Document Automation
100% 100
Task Management
100 100%
Task Management
0% 0

User comments

Share your experience with using Clustdoc and FileInvite. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Clustdoc and FileInvite

Clustdoc Reviews

We have no reviews of Clustdoc yet.
Be the first one to post

FileInvite Reviews

5 Popular Ways to Sign Forms Online
Listed as an emerging favorite for 2022 by software review platform Capterra, FileInvite is a secure file sharing and client portal SaaS platform. With broad applications in lending and other financial services, FileInvite allows users to sign documents with authenticated digital signatures and upload them through a 256-bit encryption-secured client portal.
Source: www.fileinvite.com
Top 5 Best Document Management Software With Client Portal in 2022
FileInvite is revolutionizing the way professionals worldwide seek documents and information from their clients. FileInvite's secure document portal solution replaces email processes in high-document applications such as mortgage applications, education enrollment, legal affairs, accounting, human resources, and banking.
Source: www.techtimes.com
10 best free electronic signature apps to eSign PDF
You receive several good features with FileInvite such as the ability to create templates, invite multiple users to sign a document, and sending notifications to customers by emails and texts. Drawbacks include a lack of customization in the template design and an un-optimized workflow.
Source: www.pocket-lint.com

Social recommendations and mentions

Based on our record, Clustdoc seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Clustdoc mentions (1)

  • gravity forms intake process like Clust Docs
    I'm looking for a WordPress plugin, something similar to Clust Docs that allows me to:. Source: almost 4 years ago

FileInvite mentions (0)

We have not tracked any mentions of FileInvite yet. Tracking of FileInvite recommendations started around Mar 2021.

What are some alternatives?

When comparing Clustdoc and FileInvite, you can also consider the following products

SuiteDash - Integrated & Automated Client Portal Software : Secure Web Based Client or Customer Login Portals : White Label SaaS Project Management System, Online CRM Tool, Browser Based Invoicing & Recurring Billing, Time Tracker, Client File Upload, , All in …

PandaDoc - Boost your revenue with PandaDoc. A document automation tool that delivers higher close rates and shorter sales cycles. We've helped over 30,000+ companies.

Onehub - Onehub helps businesses securely share and control files in the cloud.

Clinked - White-label Client and Team Workspace

DocuSign - Try DocuSign's interactive signing demo now! Send yourself an electronic document to digitally sign using our e-signature service.

Moxtra - Moxtra is a multi layered, embeddable team collaboration solution.

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